Kekeberera ssente z'omugabo nga tonnaba kusasula magabane

Amabanja Kyakyusibwa 5 Aug 2026

Ekifunze

Kola lipooti ey'ekiseera ekimu ey'omugabo gw'abammemba era ogisimbule ng'obujulizi bwo. Eminuti nga 5 - Amaddagala 6. Era eyitibwa: lipooti y'omugabo gw'eky'obugagga, ekifaananyi ky'omugabo, ensibuko y'amagi.

Ebyetaagisa

  • Okuyingira mu Wakandi Admin Portal ng'olina obuyinza ku Reports.
  • Olunaku olusembayo olwakkirizibwa akakiiko kko.
  • Amatabi n'ebintu by'omugabo ebyaweebwayo. Ebyavaamu bigoberera ebyo by'olonda n'obuyinza bwo ku ttabi.

Amaddagala ag'olukalala

  1. Yingira mu Wakandi Admin Portal.

  2. Ku ludda olwa kkono, gaziya Reports, oluvannyuma nyiga Share. Lindirira kaadi za lipooti okujja.

    Ekitongole kya Share Reports ekiraga kaadi za Share Report ne Share Snapshot Report nga Share erondeddwa ku ludda olwa kkono
    Figure 1: Ekitongole kya Share Reports ekiraga kaadi za Share Report ne Share Snapshot Report nga Share erondeddwa ku ludda olwa kkono

  3. Nyiga ku kaadi ya Share Snapshot Report. Lipooti eno ekola ekifaananyi ky'omugabo mu kiseera ekimu.

  4. Lindirira okutuusa eby'okulonda lwe biwera. Teekawo eby'okulonda by'oyagala, gamba ng'ennaku, ettabi n'ekintu.

  5. Nyiga Submit. Lindirira okutuusa ebyavaamu lwe biwera ddala.

    Ebyavaamu bya Share Snapshot Report oluvannyuma lwa Submit, nga birina olukalala lw'eby'okulonda, ennyiriri z'abammemba, ebibuuzo byonna n'akabuto ka Download
    Figure 2: Ebyavaamu bya Share Snapshot Report oluvannyuma lwa Submit, nga birina olukalala lw'eby'okulonda, ennyiriri z'abammemba, ebibuuzo byonna n'akabuto ka Download

  6. Nyiga Download era olonde Excel, CSV oba PDF. Ggulawo fayiro okuva mu folda y'ebintu by'osimbudde mu bbulawuza yo era ogikuumire wamu n'empapula z'okusaasaanya.

Ebizibu ebya bulijjo n'Ebibuuzo Ebyebuzibwa Ennyo

  • Ku lipooti z'omugabo zombi, nteekwa okukozesa eruwa? Share Snapshot Report ya kulipootinga omugabo gw'eky'obugagga mu kiseera ekimu, n'olwekyo buli mmemba apimibwa ku lunaku lumu. Share Report eraga emigabo n'ebikwata ku akawunti y'omugabo wansi w'eby'okulonda byo, ekikola obulungi okwekenneenya okwa bulijjo.
  • Nneetaaga sitetimenti y'omugabo gwa mmemba omu. Ggulawo Shares Account Statement Report. Efulumizibwa ku kitongole kya lipooti za Loan, si ku kitongole kya Share. Gaziya Reports era nyiga Loan.
  • Lipooti ejja ng'eri njereere. Kebera eby'okulonda byo n'obuyinza bwo ku ttabi, oluvannyuma nyiga Submit nate. Funza ekiseera ky'ennaku ku portfolio ennene.
  • Ekyo ky'osimbudde tekikwatagana na namba eziri ku sikirini. Lindirira ebyavaamu okumaliriza okujja nga tonnanyiga Download. Oluvannyuma lw'okukyusa eky'okulonda, nyiga Submit nate fayiro ekwatagane.
  • Njagala okukebereka emigabo gya mmemba omu ku sikirini. Nyiga Accounts, oluvannyuma Shares, nnoonya mmemba oyo era ggulawo akawunti. Akatabo ka Summary kalaga Balance Summary n'Account Information, omuli Amount Per Share ne Total Shares.
  • Nneetaaga okukikola nate n'ennaku empya. Nyiga Clear okuzzaawo eby'okulonda, oluvannyuma yingiza ebyetaagisa ebirala era nyiga Submit.
  • Ndeekulira ntya era nteeka amagi (dividend) wa? Ekyo kiri wabweru w'ekitundu kino. Lipooti zino zikuwa omugabo gw'ekifo kyokka.